See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,790 | $45,073-33.9% | $69,455-57.1% | $72,985-59.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 47.24% | 22.65%+24.6pp | 28.97%+18.3pp | 81.00%-33.8pp |
| Employer contribution / active EE | $3,343 | $2,054+62.8% | $2,779+20.3% | $2,440+37.0% |
| Participant deferral / active EE | $4,603 | $2,602+76.9% | $3,535+30.2% | $3,607+27.6% |
| Admin fee / account holder | $996 | $3,056-67.4% | $3,839-74.1% | $5,124-80.6% |